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Team Member Spotlight: Amber Rathbun
July 19th, 2024
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By Amber Rathbun |
Our Team |
Tax
Amber Rathbun, CPA, Senior Manager, provides tax support to individuals, nonprofits, and for-profit businesses and is an active member of Maner Costerisan’s nonprofit team. She cares deeply about her colleagues […]
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If Your Business Has Co-Owners, You Probably Need A Buy-Sell Agreement
July 19th, 2024
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Business Tax Services |
Tax
Are you buying a business that will have one or more co-owners? Or do you already own one fitting that description? If so, consider installing a buy-sell agreement. A well-drafted […]
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Certain Charitable Donations Allow You to Avoid Taxable IRA Withdrawals
July 17th, 2024
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Financial & Retirement Planning |
High Net Worth |
Wealth Management
If you’re a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from a traditional IRA, you may want to consider a tax-saving strategy. It involves making […]
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Common Estate Planning Mistakes
July 10th, 2024
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Estate Planning |
Financial & Retirement Planning |
Wealth Management
By: Devan Alexander and Jen Danko Having a solid estate plan in place before an unthinkable crisis is the best way to ensure your legacy is preserved and your wishes […]
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Audit Preparation: Ensuring Your Organization is Ready for the Process
July 8th, 2024
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Accounting & Outsourced Solutions |
Audit |
Financial Statement & Audit Preparation
By: Renee McNutt and Kylie Kalleward If your organization has never had to undergo an audit before, the process can be daunting and overwhelming. A typical reaction could also be […]